Tax Preparation Checklist

Keep copies of your original documents before submitting them to the office

OPEN and REMOVE all documents from envelopes 

VERIFY the information is CORRECT on your documents

* Do not send receipts for business expenses ~ just send a breakdown of your totals

* Only send YEAR-END statements

DO NOT FAX/EMAIL documents 

* UPDATE your information (complete the client contact information sheet)


Here is a quick checklist for your tax preparation - please note that not all of the items below will pertain to you (we recommend you look in your prior year's tax folder to see what you might have included):



 Social Security Income (1099-SSA)

 1099's ~

               1099-INT ~ Interest Income (i.e. bank interest)

               1099-DIV ~ Dividends and Distributions

               1099~MISC ~ Miscellaneous Income

               1099~R ~ Distributions from Pensions, Annuities, Retirement...

               1099~G ~ Certain Government Payments/Gambling Winnings

               1099~SA~Distributions from HSA, Archer MSA or Medicare Advantage MSA

 Capital Gains/Losses (be sure to provide cost basis as well)

 Mortgage Interest ~ Form 1098

 Real Estate Taxes (if not listed on your mortgage statement)

 Charitable Donations

 Personal Business Expenses (breakdown only ~ please do not send receipts)

 Educations Expenses ~ Form 1098-T

 529 Contributions (College Savings)

 Student Loan Interest

 Childcare (Provider's name, address and EIN/SS#)


 Healthcare Forms (if applicable) ~ Form 1095-A or 1095-B 

 Medical Expenses (only if they exceed 10% of your adjusted gross income)